Countdown to QuickBooks Connect 2019 - Part 8

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Countdown to QuickBooks Connect with us, the 'big show' less than 2-weeks away. We are continuing to profile sponsors who make it possible for you to 'connect' with so many of the featured products that work with QuickBooks, or provide related services you will find beneficial to your practice or clients.

Salesforce Essentials

Salesforce Essentials makes it possible for every small business to tap into the power of the world’s #1 CRM platform. With apps for sales and service that are easy to use, set up, and maintain you will automatically pull data from your email, calendar, spreadsheets, phone, chat, social channels, and more to get a single, 360-degree view of every customer and your whole business.

With Salesforce Essentials, the new Salesforce solution for small business you can start instantly with easy set-up, sell smarter and faster with built-in intelligence, provide standout service for every customer, and scale as you grow with a complete platform.

Get up and running in minutes with easy, out-of-the-box tools and support - in no time at all you will see all your customer information in one place. You will then be able to sell more at record speed because everything you need will be on one screen. When you put your busywork on autopilot you can focus on more important issues like ensuring that every customer remains a loyal customer. And, Salesforce Essentials makes it easy for your new CRM to grow with you with plug-in business apps and simplified integrations.

And Salesforce Essentials is backed by the power of Trailhead, Einstein AI, Lightning, and AppExchange, so be certain to stop by the Salesforce Essentials Booth at QuickBooks Connect to find out just how easy it is to start driving your sales and building customer relationships. Learn more about Salesforce Essentials here. And here's their small business guide.

Fathom

Fathom is a business intelligence tool which help you to find answers to critical business questions by providing “insightful dashboards and performance reports for your business.”

Fathom is an easy way to measure and monitor the financial and non-financial metrics which matter most to your business by providing a suite of in-depth analysis tools and metrics that help you see exactly how well your business is performing.

Fathom makes cash-flow forecasting painless with their QuickBooks Online integration. Simply import your data and sit back and watch it forecast your cash-flow. The more information you elect to bring in from QBO, the more accurate your projections will be. In fact, QuickBooks and Fathom have partnered to bring your 'Smart Reporting powered by Fathom' in the new QuickBooks Online-Advanced.

As Accountants and Business Consultants, your clients need advice about their cash-flows and where their business is going.  That means you need tools that give you the edge in providing ‘trusted advisor’ services to your clients.  Fathom gives you a highly visual platform with which you can easily share information with your clients to help them see the future of their business operations. 

So, if you have been looking for a tool to help you assess profitability, cash flow, growth and other key performance indicators then be certain to stop by the Fathom booth while you are attending QuickBooks Connect.

SQUARE Payroll

Square Payroll is an advanced payroll processing software for small businesses. It allows users to fully customize and control their payroll computation and management.

You can pay employees, contractors, or both, online in just a few clicks Square Payroll automatically invites your employees and contractors to create their login, set up direct deposit and fill out their W-4. They can also sign-in to their accounts at any time to manage their information or review their pay stubs.

Employees clock in and out from the Square Point-of-Sale App, so that their hours can be seamlessly imported. Employers and supervisors can see who’s on the clock, as well as review, edit, and approve your team’s hours anytime, anywhere via their Square Dashboard.

Pay your team quickly and accurately as many times per month as you need. Run payroll or send payments at any time, there’s no need to wait until the next pay period. Configure your payroll to run automatically so when pay day comes all employee hours and any overtime are imported, salaries calculated, and your payroll is processed for you. You’ll get notified when it’s all done.

Employees and contractors enrolled in direct deposit receive an email each payday with their net pay and pay stub. For anyone not on direct deposit, Square makes it easy for you to cut them a check.

Square Payroll’s U.S. based team will give you worry-free payroll compliance by taking care of your W-2 withholdings and payments, and filing your taxes, all at no extra cost. And speaking of costs, with Square Payroll you will never pay more than you must. If you pay fewer employees or contractors during a pay period, your price goes down.

And Square Payroll offers benefits too, with health insurance, 401(k), workers’ compensation, and pre-tax benefits to your team without any extra effort. Once you’re set up, they take care of the rest, from employee enrollment to calculating deductions and contributions for each pay run. Square works with your employees to manage their benefits so you can focus on your business.

Make certain to stop by the Square Payroll Booth during QuickBooks Connect to see how they can make payroll one of the easiest things to do on your list.

AutoEntry

AutoEntry is a data capture tool designed to import bills, receipts, sales invoices, bank and credit card statements and more into QuickBooks. AutoEntry is an intelligent, cloud-based solution which eliminates manual data entry for accountants, bookkeepers and small businesses.

Available as a web or mobile app, AutoEntry captures and analyzes data from scanned and photographed receipts, invoices, bank and card statements and more, and securely inputs this information into QuickBooks.

Once it is finished with the capture and parse of your data, the item(s) appear in your inbox (as shown below) for you to approve so you can then sync them with QuickBooks Online. AutoEntry is a smart solution that remembers how you categorize your expenses, so you won't ever have to categorize them again.

AutoEntry offers a fair and flexible pricing mode using a 'credits' (token-like) approach rather than a fixed monthly subscriptions per company. Your pool of credits can be used across multiple companies and document types, for example a simple invoice or receipt consumes 1-credit, a bank or credit-card statement consumes 2 credits per page (exact credit values may vary contact AutoEntry for more details). You can obtain more specific information on their product, features, pricing and partner programs by stopping at the AutoEntry Booth during QuickBooks Connect.

Canon

Canon, the leading name in images, is also a leading name in scanners. They offer a full range of imageFormula scanners including portable-units, desktop-units, wireless and networked units, and high-speed/high-capacity units. Now Canon offers even more scanner related simplicity with Scan for QuickBooks Online which provides an easy to use method to directly store your important expense transactions in QBO.

Canon U.S.A.’s extensive line of document scanners streamlines burdensome paper-based processes and enables businesses and organizations to achieve their goals by capturing, storing and sharing information.  Canon imageFORMULA production document scanners are ideal for processing mission-critical production scanning of documents requiring high-quality imaging. Some scanners, like the DR-G2140 USB scanner can handle up to 140 pages per minute, others, like the DR-M260 scanner can assist with efficient records management and help reduce paperwork in paper-intensive environments.

Scan for QuickBooks Online is a web application that gives your browser access to your imageFormula scanner without the need for specialized scan software. It will save you time and improve your productivity by providing seamless integration with QuickBooks Online.

Scan for QBO enables users to scan files, such as invoices or receipts, directly to new Expense Transactions in QuickBooks Online with no scanning software needed. Along with direct scanning to QBO, users are able designate the account, category and receipt amount, making each scan as efficient as possible.

Be sure to stop by the Canon imageFormula scanner Booth during QuickBooks Connect to check out Canon’s ‘Scan for QuickBooks Online’ as well as their full line-up of portable, desktop, wireless, networked, and high-speed/high-capacity scanners.

Knowify

Knowify is a game-changing construction management App designed for commercial sub-contractors and residential contractors. Knowify provides powerful job costing, bid and contract management, change order management (with built-in e-signature capture), scheduling, classic and AIA-style invoicing, and more.

Knowify supports both standard invoicing and AIA-style (g702/703) commercial general contractor invoicing. Our AIA-style invoicing tools will allow you to complete in minutes what used to take hours.

Knowify also offers real-time connection between the office and the field, your crews will have access to job information, they can clock in/out, upload information and pictures, and simply communicate needed data with the office just by using their smartphones with a simple App.

And, Knowify has one of the most comprehensive integrations with QuickBooks Online, connecting the business side of a construction business with the accounting side. So, if you have been looking to upgrade to 'Contractor specific' software to bolster QBO then be certain to stop by the Knowify Booth at QuickBooks Connect.

LeanLaw

LeanLaw re-imagined the legal billing workflow & built it the way it should be: with a complete integration to QuickBooks Online. A lawyer enters time once and from there, the data automatically gets pushed to invoicing and then to QuickBooks.

But LeanLaw isn’t only for lawyers; it’s also for their bookkeepers and accountants. Data is always in sync, which means no more need for two sets of books. It also means the manual work for accounting pros, think trust accounts, has become obsolete and they now have more access to data.

Yes, when LeanLaw is integrated with QBO you are always 'in sync'.

LeanLaw shows both accounting pros and law firm partners or owners what their value is more than account reconciliations or financial statements. LeanLaw provides the tools for clear insights from the data into each client/matter, as well as how the law firm is operating overall, where it stands with respect to revenue and expenses, billed hours, or fixed fees to have a better understanding of the law firm both short-term and long-term.

LeanLaw provides the perfect professional marriage between lawyers and accounting professionals: The lawyer gets to work with LeanLaw’s clean user-interface, using only the necessary features and the accounting pros can work within QuickBooks.

So see the perfect blend between a system for lawyers and accountants by stopping by the LeanLaw Booth at QuickBooks Connect, you will be glad you did.

PayPie

PayPie’s innovative financial tools give you the vital information you need to grow your business and manage your cash flow more effectively. Take control of your business’ financial health with performance-driven data.

PayPie risk scoring tools and insightful analytics give you the details needed to make informed decisions.Your PayPie risk score, calculated from your QuickBooks Online data, provides you with a measure of your financial strength and shows you how others view your business.

PayPie can also help improve your business’ finances for better financing opportunities along with improving your cash flow with actionable forecasting, risk assessment and meaningful business insights.

So, stop by the PayPie Booth at QuickBooks Connect to find out how you can improve your cash flow with actionable forecasting and risk assessment for fast and affordable funding to grow your business.

ChronoBooks

ChronoBooks makes full use of every QuickBooks Online accounting API resource (including attachments) to back-up data. ChronoBooks stays in constant communication with QuickBooks Online, storing every change that you make. Best of all, you will never have to run a manual backup once you are connected to ChronoBooks because they are fully automated. You can work with impunity knowing that your accounting backup is never more than a few minutes old.

ChronoBooks hardens your accounting controls by safeguarding data from accidental, unintended changes. And ChronoBooks gives you a backup of your QBO data that 'YOU' control.

With ChronoBooks, you can roll back your accounting data to any time since the first backup— down to the minute. ChronoBooks also provides the ability to copy current or historical data to a new company— great for training or reviewing historical data.

You can even make a copy of your QuickBooks Online company's data from any time since it's been backed up to test new integrations in a "sandbox" or directly compare historical accounting data between two sets of data.

ChronoBooks is developed and supported by Chrono LLC, a Reno, Nevada based company. Pricing is per QuickBooks Company, but special pricing is available for QuickBooks ProAdvisors so be absolutely certain to stop by ChronoBooks while you are at QuickBooks Connect because there is nothing better than a backup you fully-control for your QBO data.

QuickBooks Connect

QuickBooks Connect is being held at the San Jose (Ca) McEnery Convention Center  on November 6, 7 and 8.

November 6 is this year's 'Accountant's Day' which is designed for accounting professionals

  • Big news - there will be 'new' tracks available for the Accountant Day breakout sessions including non-profit, construction, e-commerce, retail, professional services, legal, advisory, pricing, apps mastery, and business growth.
  • There will also be 101 level QuickBooks classes along with intermediate and advanced level classes followed by a Power Panel on each.
  • Attendees can 'track true' in a single track, or can 'mix-n-match' track sessions as they desire.
  • This is your opportunity to 'pick the brains' of countless experts about QuickBooks, their favorite Apps, problems you have seen with an App integration, or simply ask "how they deal with a client situation?" Folks, this is a big part of what 'the Connect' in QuickBooks Connect is all about.

November 7 & 8 provides an opportunity business owners, experts, vendors and other mentors to interact with you, the accounting professionals and ProAdvisors who know QuickBooks.

All three days offer an Exhibit Hall with sponsor-partners offering the latest innovations, tools and trends designed to work with QuickBooks and impact your business and streamline workflows. You will have the opportunity to meet with product experts at their product booths where you can explore hands-on activities including product demos, ask questions and receive personalized help and advice via one-on-one sessions, and more. Keep on the look-out for more of my 'Countdown to QuickBooks Connect' features to help get you ready fro the exhibit hall.

So, get all the details about sessions, keynote speakers, hotels, travel deals, and registration at the official Intuit QuickBooks Connect website.